HolderBook

Verus Financial Partners, Inc.

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1481714
Reported value
$1.2B
Positions
127
Top 10 weight
76.6%
Filed
2026-07-21
Days after quarter end
21

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
VANGUARD INDEX FDSVTI$290.2M784,24524.83%+0.81pp31q+1.3%+$3.8M
VANGUARD BD INDEX FDSBND$134.3M1,829,28811.49%-0.31pp23q+2.6%+$3.4M
VANGUARD STAR FDSVXUS$87.7M1,025,5677.50%+0.01pp25q+1.5%+$1.3M
AMERICAN CENTY ETF TRAVIG$64.4M1,555,6475.51%-0.22pp16q+1.6%+$998.6K
AMERICAN CENTY ETF TRAVSF$63.3M1,358,3385.41%-0.28pp17qHELD
VANGUARD WORLD FDMGC$55.1M201,5434.72%+0.08pp23qHELD
VANGUARD BD INDEX FDSBIV$54.2M706,9524.64%-0.02pp11q+5.2%+$2.7M
VANGUARD INTL EQUITY INDEX FVEU$53.8M642,9704.61%-0.04pp31qHELD
DIMENSIONAL ETF TRUSTDFIV$46.5M860,9983.98%-0.22pp16q+1.7%+$770.4K
DIMENSIONAL ETF TRUSTDFUV$45.9M833,5153.92%+0.52pp17q+10.9%+$4.5M
ISHARES TRIVV$35.6M47,5693.05%+0.02pp31q-0.6%-$219.4K
VANGUARD INDEX FDSVBR$32.2M132,3602.75%-0.01pp27q-1.7%-$561.5K
VANGUARD INDEX FDSVV$24.2M70,3162.07%+0.03pp31qHELD
AMERICAN CENTY ETF TRAVLV$18.0M197,7091.54%-0.41pp5q-23.2%-$5.4M
VANGUARD MALVERN FDSVTIP$14.4M286,8321.23%-0.05pp3q+0.8%+$118.0K
ISHARES TRIXUS$14.1M147,7371.21%-0.02pp23q+0.7%+$93.1K
VANGUARD MUN BD FDSVTEB$9.3M184,8340.80%-0.03pp17qHELD
VANGUARD MUN BD FDSVCRM$9.1M118,9240.78%+0.11pp5q+22.0%+$1.6M
VANGUARD INDEX FDSVO$9.0M112,1680.77%+0.01pp31q+297.6%+$6.8M
ISHARES TRDVY$6.9M44,2840.59%-0.04pp23q-3.3%-$238.2K
DIMENSIONAL ETF TRUSTDFNM$5.2M108,3100.45%+0.03pp14q+13.1%+$605.4K
PHILIP MORRIS INTL INCPM$4.8M26,7230.41%+0.05pp23q+2.6%+$121.2K
ISHARES TRIJH$4.4M56,7580.37%+0.01pp23q-0.5%-$23.1K
ALTRIA GROUP INCMO$3.9M54,7060.34%+0.02pp23qHELD
VANGUARD MUN BD FDSVTEI$3.8M37,4250.32%+0.06pp2q+29.0%+$849.1K
STATE STR SPDR S&P 500 ETF TSPY$3.7M4,9260.31%flat29qHELD
APPLE INCAAPL$3.6M12,4850.31%+0.01pp31q-1.4%-$52.1K
VANGUARD INDEX FDSVOO$3.4M4,9700.29%flat25qHELD
VANGUARD SCOTTSDALE FDSVTHR$2.6M7,7750.22%flat16q-0.7%-$19.2K
VANGUARD INTL EQUITY INDEX FVT$2.5M16,1430.22%flat15q-0.8%-$20.2K
ISHARES GOLD TRIAU$2.3M30,1610.19%-0.05pp4qHELD
ISHARES TRIWD$2.2M9,2030.19%+0.01pp23qHELD
SCHWAB STRATEGIC TRSCHD$2.2M67,8200.18%-0.02pp15q-8.0%-$188.2K
MICROSOFT CORPMSFT$2.1M5,4980.18%-0.01pp31q+10.4%+$193.6K
DOMINION ENERGY INCD$1.9M28,3360.17%+0.02pp31q+5.6%+$102.2K
HCA HEALTHCARE INCHCA$1.9M4,7700.16%-0.05pp23qHELD
INTERNATIONAL BUSINESS MACHSIBM$1.6M5,6900.14%+0.01pp11qHELD
DIMENSIONAL ETF TRUSTDFCF$1.4M34,3390.12%-0.04pp14q-18.6%-$330.5K
VANGUARD SCOTTSDALE FDSVGSH$1.4M23,6590.12%-0.02pp12q-11.4%-$176.4K
VANGUARD BD INDEX FDSVUSB$1.3M27,0380.12%-0.01pp17q-0.8%-$10.5K
WW GRAINGER INCGWW$1.3M9740.11%+0.01pp23qHELD
EXXON MOBIL CORPXOMXXXX$1.3M9,5950.11%-0.03pp31q-6.9%-$96.8K
ALPHABET INCGOOGL$1.2M3,3810.10%flat22qHELD
DIMENSIONAL ETF TRUSTDFAS$1.2M14,1730.10%flat17qHELD
JOHNSON & JOHNSONJNJ$1.1M4,4530.10%-0.01pp31q-9.5%-$118.9K
ISHARES TRIWF$1.1M8,9880.10%flat23q+298.2%+$835.8K
AMERICAN CENTY ETF TRAVIV$1.1M14,2040.09%flat15q+1.1%+$12.3K
BERKSHIRE HATHAWAY INC DELBRKB$1.1M2,1200.09%flat31qHELD
VANGUARD INSTL INDEX FDVBIL$991.7K13,1030.08%flat4qHELD
JPMORGAN CHASE & COJPM$979.3K2,9920.08%flat24q-1.3%-$12.8K
VANGUARD INDEX FDSVB$957.1K3,1580.08%flat31q-1.7%-$17.0K
QUALCOMM INCQCOM$875.4K4,7370.07%+0.02pp7q-3.3%-$29.8K
BRANDYWINE RLTY TRBDN$863.6K272,4170.07%+0.01pp23q+4.5%+$37.2K
NVIDIA CORPORATIONNVDA$859.1K4,2930.07%flat7q+1.6%+$13.8K
AMAZON COM INCAMZN$831.3K3,4880.07%-0.01pp13q+0.8%+$6.7K
ELEVANCE HEALTH INC FORMERLYELV$764.4K1,9770.07%+0.01pp23q-7.0%-$57.2K
GE AEROSPACEGE$732.8K1,9610.06%+0.01pp13q-6.4%-$50.1K
CATERPILLAR INCCAT$699.1K6560.06%-0.01pp13q-35.0%-$377.3K
NORFOLK SOUTHN CORPNSC$692.2K2,2000.06%flat31q-1.7%-$12.0K
LOWES COS INCLOW$655.6K2,9730.06%-0.01pp31qHELD
BANK OF AMER CORPBAC$627.0K11,0030.05%flat25qHELD
META PLATFORMS INCMETA$605.5K1,0750.05%-0.01pp11qHELD
DIMENSIONAL ETF TRUSTDISV$602.9K15,0240.05%flat15q+1.5%+$8.8K
DIMENSIONAL ETF TRUSTDFAX$599.6K16,2770.05%flat17q-0.7%-$3.9K
SOUTHERN COSO$560.3K5,8540.05%flat23q-1.6%-$9.2K
NASDAQ INCNDAQ$554.3K7,0320.05%-0.01pp23qHELD
ISHARES TRILF$552.6K16,3740.05%-0.01pp8q+1.0%+$5.7K
MICRON TECHNOLOGY INCMU$549.4K4760.05%+0.03pp2qHELD
TJX COS INC NEWTJX$549.3K3,6260.05%flat23qHELD
BROADCOM INCAVGO$542.8K1,4370.05%flat5q+0.9%+$4.9K
FIDELITY WISE ORIGIN BITCOINFBTC$533.3K10,4470.05%-0.02pp8qHELD
GE VERNOVA INCGEV$524.0K4460.04%flat5q-7.1%-$39.9K
VANGUARD INDEX FDSVTV$521.5K2,3930.04%flat6qHELD
VANGUARD WORLD FDVDE$520.5K3,4670.04%-0.01pp16q+0.7%+$3.6K
ABBVIE INCABBV$506.5K2,0130.04%+0.01pp23qHELD
SPDR GOLD TRGLD$505.4K1,3720.04%-0.01pp4qHELD
MERCK & CO INCMRK$498.2K3,8770.04%flat28qHELD
AMERICAN CENTY ETF TRAVXC$484.0K5,6510.04%flat8qHELD
CORNING INCGLW$450.9K1,7650.04%+0.01pp2qHELD
VANGUARD INDEX FDSVBK$445.1K1,2170.04%flat24qHELD
ALPHABET INCGOOG$437.4K1,2380.04%flat12q+1.6%+$6.7K
CAPITAL ONE FINL CORPCOF$431.6K2,1510.04%flat23q-2.0%-$8.8K
DIMENSIONAL ETF TRUSTDFUS$410.6K5,0110.04%flat17qHELD
DUKE ENERGY CORP NEWDUK$407.7K3,2210.03%-0.01pp31q-8.5%-$38.0K
HOME DEPOT INCHD$407.3K1,1550.03%flat31q+0.5%+$2.1K
INVESCO QQQ TRQQQ$407.2K5530.03%flat15q-2.3%-$9.6K
WISDOMTREE TRWTV$398.5K3,9180.03%flat6qHELD
DIMENSIONAL ETF TRUSTDFAT$396.9K5,6780.03%flat17qHELD
INTEL CORPINTC$395.7K2,8340.03%-newNEW
MCKESSON CORPMCK$380.8K5040.03%-0.01pp16q-3.8%-$15.1K
ELI LILLY & COLLY$377.4K3150.03%+0.01pp3q+0.6%+$2.4K
WALMART INCWMT$366.2K3,2330.03%flat7q+0.5%+$1.9K
MONDELEZ INTL INCMDLZ$363.8K6,2890.03%flat23q+11.8%+$38.4K
ABRDN PLATINUM ETF TRUSTPPLT$353.2K25,0000.03%-0.01pp4q+900.0%+$317.9K
DIMENSIONAL ETF TRUSTDFSD$353.0K7,3920.03%flat14qHELD
PEPSICO INCPEP$345.3K2,5500.03%-0.01pp24qHELD
VANGUARD WORLD FDVGT$331.0K2,7700.03%flat4q+700.6%+$289.7K
AMERICAN CENTY ETF TRAVIE$330.6K4,4470.03%flat13qHELD
VERIZON COMMUNICATIONS INCVZ$328.4K7,7570.03%flat6qHELD
FLEXSHARES TRGUNR$326.3K6,6200.03%flat13q+0.7%+$2.3K
COCA COLA COKO$317.2K3,9030.03%flat31q-2.3%-$7.3K
CHEVRON CORPORATIONCVX$307.5K1,8550.03%-0.01pp18q-3.7%-$11.9K
COSTCO WHOLESALE CORPORATIONCOST$295.7K3160.03%flat9qHELD
AMERICAN ELEC PWR CO INCAEP$294.0K2,1490.03%flat6qHELD
YUM BRANDS INCYUM$290.3K1,8160.02%+0.01pp2q+44.6%+$89.5K
ISHARES BITCOIN TRUST ETFIBIT$286.2K8,5970.02%-0.01pp8qHELD
WELLS FARGO & COWFC$279.4K3,3810.02%flat5qHELD
PROCTER & GAMBLE COPG$263.8K1,7990.02%flat30q-14.2%-$43.7K
CIENA CORPCIEN$260.0K5300.02%flat2qHELD
ISHARES TRINDA$256.8K5,1990.02%flat8qHELD
UDR INCUDR$255.5K6,4000.02%flat22qHELD
VISA INCV$248.7K7250.02%-0.01pp6q-39.2%-$160.2K
WESTERN DIGITAL CORPWDC$248.5K3890.02%-newNEW
CARMAX INCKMX$248.4K4,6960.02%-newNEW
MARATHON PETE CORPMPC$247.5K9680.02%flat2qHELD
HOWMET AEROSPACE INCHWM$246.3K9160.02%flat2qHELD
HARTFORD INSURANCE GROUP INCHIG$236.1K1,7820.02%flat6qHELD
CSX CORPCSX$234.6K4,9360.02%flat2qHELD
PFIZER INCPFE$217.0K9,0130.02%flat31qHELD
LAM RESEARCH CORPLRCX$216.7K5000.02%-newNEW
TAIWAN SEMICONDUCTOR MANUFACTSM$215.9K4520.02%-newNEW
AMERICAN CENTY ETF TRAVDE$211.1K2,3660.02%flat3q+1.3%+$2.7K
UNITEDHEALTH GROUP INCUNH$210.1K5050.02%-newNEW
PALO ALTO NETWORKS INCPANW$206.7K6060.02%-newNEW
CARDINAL HEALTH INCCAH$205.7K8660.02%-newNEW
RBB FD INCXBIL$205.0K4,1000.02%flat11qHELD
UNITED AIRLS HLDGS INCUAL$204.0K1,5000.02%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Food, Drink & Tobacco 0.8%Other sectors 4.0%Not classified 95.2%
 
SectorValueShare
Food, Drink & Tobacco$9.8M0.8%
Other sectors$46.4M4.0%
Not classified$1.1B95.2%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$1.2B12793532376.6%21
Q1 2026$1.1B12192729376.3%21
Q4 2025$1.1B115433481075.5%33
Q3 2025$1.0B121123040276.4%30
Q2 2025$981.5M11174325076.7%21
Q1 2025$876.7M10483527179.8%35
Q4 2024$890.8M9732231479.7%24
Q3 2024$912.9M9881924579.7%32
Q2 2024$860.2M9521727579.7%36
Q1 2024$853.8M9811530178.7%37
Q4 2023$808.5M98628421178.3%38
Q3 2023$767.5M10323721277.0%24
Q2 2023$793.1M10372546675.8%27
Q1 2023$733.9M10262437477.5%38
Q4 2022$726.6M10081455979.4%128
Q3 2022$660.5M101122730781.4%31
Q2 2022$697.6M961030281380.9%34
Q1 2022$704.7M991423421083.9%15
Q4 2021$756.2M9521730384.6%19
Q3 2021$667.9M9642232287.1%29
Q2 2021$654.9M9482731187.4%23
Q1 2021$631.1M8762338087.3%27
Q4 2020$583.7M8133183012588.5%41
Q3 2020$274.2M17312928163252.4%34
Q2 2020$464.3M76101921088.6%31
Q1 2020$328.0M66324211186.5%9
Q4 2019$331.0M74112625386.5%21
Q3 2019$305.2M66102423288.9%15
Q2 2019$297.8M5842519089.9%36
Q1 2019$282.9M5462121390.4%19
Q4 2018$278.7M51000091.8%8

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.